小摩：料第二代刀片电池对宁德时代(03750)负面影响有限升目标价至650港元

智通财经03-20

智通财经APP获悉，摩根大通发布研报称，比亚迪股份(01211)于3月5日发布了第二代闪充电池(刀片电池2.0)，树立了全电量充电速度和低温性能的新标杆。随着比亚迪和宁德时代(03750)均加快采用超快充技术，投资者对两家公司的竞争关注度仍然很高。小摩维持对宁德时代(300750.SZ)A股和比亚迪的“增持”评级。将宁德时代H股的目标价上调至650港元(原本640港元)，但出于纯估值考虑将其评级...

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name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：料第二代刀片电池对宁德时代(03750)负面影响有限 升目标价至650港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; 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href=http://www.zhitongcaijing.com/content/detail/1416437.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，比亚迪股份(01211)于3月5日发布了第二代闪充电池(刀片电池2.0)，树立了全电量充电速度和低温性能的新标杆。随着比亚迪和宁德时代(03750)均加快采用超快充技术，投资者对两家公司的竞争关注度仍然很高。小摩维持对宁德时代(300750.SZ)A股和比亚迪的“增持”评级。将宁德时代H股的目标价上调至650港元(原本640港元)，但出于纯估值考虑将其评级...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416437.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823039010.USD","symbol_name":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) 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HK$650","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"300750":1.95,"HYDD.SI":0.6,"002594":1.87,"03750":1.95,"BYDDY":1.87,"EVS.SI":0.6},"content_text":"智通财经APP获悉，摩根大通发布研报称，比亚迪股份(01211)于3月5日发布了第二代闪充电池(刀片电池2.0)，树立了全电量充电速度和低温性能的新标杆。随着比亚迪和宁德时代(03750)均加快采用超快充技术，投资者对两家公司的竞争关注度仍然很高。小摩维持对宁德时代(300750.SZ)A股和比亚迪的“增持”评级。将宁德时代H股的目标价上调至650港元(原本640港元)，但出于纯估值考虑将其评级下调至“中性”，因为H股现价较A股溢价超过40%。宁德时代A股仍然是小摩在中国电池领域的首选。总体而言，小摩认为，比亚迪推出第二代电池对宁德时代的负面影响有限，并注意到随着市场向超快充电转型，可能带来溢出效应的上行空间。预计比亚迪将在海外汽车销售市场从较低的基数上获得市场份额，但预计其在国内市场的份额将出现适度流失。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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小摩：料第二代刀片电池对宁德时代(03750)负面影响有限 升目标价至650港元

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小摩：料第二代刀片电池对宁德时代(03750)负面影响有限升目标价至650港元